Form 4 for CBZ CBIZ, Inc.
Accepted 2025-02-13 00:00:00 ET · period of report 2025-02-11 · accession 0001127602-25-004631 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2025-02-13 | 2025-02-11 | CBZ | Kouzelos Michael P | Pres, Employee Services | M - OptEx | — | +3,748 | 349.1K | +1% | — |
| D | 2025-02-13 | 2025-02-11 | CBZ | Kouzelos Michael P | Pres, Employee Services | F - Tax | $88.03 | -1,681 | 347.5K | -0.5% | -$148.0K |
| D | 2025-02-13 | 2025-02-11 | CBZ | Kouzelos Michael P | Pres, Employee Services | M - OptEx | — | -3,748 | 0 | -100% | — |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2025-02-11 | M | A | 3,748 | — | 349,135 | D | — | — | (F1) Restricted stock units convert into common stock on a one-for-one basis. |
| 2 | Common | Common Stock | 2025-02-11 | F | D | 1,681 | $88.03 | 347,454 | D | — | — | |
| 3 | Derivative | Restricted Stock Units | 2025-02-11 | M | D | 3,748 | — | 0 | D | — · — to — | 3,748 Common Stock | (F1) Restricted stock units convert into common stock on a one-for-one basis. (F2) On February 11, 2022, the reporting person was granted 11,244 restricted stock units, vesting in three (3) equal annual installments beginning on the first anniversary of the grant date. |